Industry consolidation, recovering demand for travel and lower fuel costs have provided the major US air carriers with a major tailwind. Our top picks should continue to outperform and would be good buys on any pullback.
Our Lifelong Income Portfolio strives to balance exposure to undervalued dividend payers that have fallen out of favor temporarily with cyclical names that offer above-average yields and leverage to strengthening economic growth.
The Wealth Builders Portfolio has delivered an average return of 13.9 percent since its inception in June 2013, topping the 9.4 percent gain posted by the S&P 500. We revisit our investment theses and outlooks for the model Portfolio’s leaders and laggards.
Excess capacity and weak demand growth have weighed on commodity prices and soured investor sentiment toward the mining industry. But efforts to slash capital expenditures and operating expenses should help our favorite names to dig their way out of this hole over the next two years.
An increase in temporary staffing appears poised to become a permanent feature of the US labor market. Our top pick boasts some of the highest profit margins in this growing industry and focuses on supplying the information technology, life sciences and health care markets with highly trained professionals.
Accelerating US economic growth and favorable valuations relative to their large-capitalization peers set the stage for small-cap names to outperform in 2014. Our top pick is an undervalued provider of freight services that stands to benefit from lower costs and growing demand.
On Nov. 14, 2013, Warren Buffett’s Berkshire Hathawaydisclosed a position of more than 40 million shares in ExxonMobil Corp, an investment worth about $3.8 billion at the stock’s current quote. This massive investment made headlines, but individuals looking to invest in an integrated oil company have better options.
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